CIK: 0001399794
申告総資産額
$51.1億
上位200銘柄を表示中（全249銘柄）
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 27.54% | +0.10% | -1.92% | |
| 2 | ✓ | 株式-その他 | 8.77% | — | -3.66% | ||
| 3 | ✓ | 株式-その他 | 8.42% | — | -3.76% | ||
| 4 | GEM | Goldman Sachs Activebeta Em | ETF-コモディティ | 3.73% | — | -23.72% | |
| 5 | PRFUSD | Invesco Ftse Rafi US 1000 Et | ETF-その他 | 3.73% | — | -1.64% | |
| 6 | ✓ | Guggenheim | 株式-その他 | 3.23% | — | +10.69% | |
| 7 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 2.45% | — | -30.10% | |
| 8 | EEMS | Ishares Msci Emerging Mkt Sm | ETF-新興国市場 | 2.28% | — | — | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.72% | — | +95.37% | |
| 10 | ✓ | Powershares ETF Tr Ii | ETF-その他 | 1.61% | — | — | |
| 11 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.52% | — | — | |
| 12 | ADI | Analog Devices INC | 株式-IT | 1.40% | — | +0.01% | |
| 13 | CCFEUR | Chase CORP | 株式-その他 | 1.33% | — | -7.94% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.18% | -0.07% | -1.85% | |
| 15 | BND | Vanguard Total Bond Market | ETF-その他 | 1.06% | — | -15.92% | |
| 16 | EBND | State Street Spdr Bloomberg | ETF-その他 | 1.06% | — | +52.78% | |
| 17 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.05% | — | -11.83% | |
| 18 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.01% | +3.80% | -20.26% | |
| 19 | AAPL | Apple INC | 株式-IT | 0.87% | -0.23% | +0.40% | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.85% | +0.08% | -9.74% | |
| 21 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.84% | — | -5.54% | |
| 22 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.75% | — | -1.96% | |
| 23 | DXJ | Wisdomtree Japan Hedged Eq | ETF-その他 | 0.73% | — | +5720.21% | |
| 24 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.70% | +0.13% | -3.62% | |
| 25 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.69% | +0.11% | +4.68% | |
| 26 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.66% | — | -3.35% | |
| 27 | AKAM | Akamai Technologies INC | 株式-IT | 0.61% | — | — | |
| 28 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.59% | +0.05% | -1.15% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.56% | — | +3.40% | |
| 30 | VGLT | Vanguard Long-term Treasury | ETF-政府公債 | 0.51% | — | +63.18% | |
| 31 | MSFT | Microsoft CORP | 株式-IT | 0.49% | -0.74% | -2.20% | |
| 32 | IBM | Intl Business Machines CORP | 株式-IT | 0.48% | — | -1.44% | |
| 33 | INTC | Intel CORP | 株式-IT | 0.47% | — | +1.76% | |
| 34 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.44% | — | -0.39% | |
| 35 | PFE | Pfizer INC | 株式-ヘルスケア | 0.38% | — | +0.44% | |
| 36 | WFC | Wells Fargo & Co | 株式-金融 | 0.34% | — | -0.22% | |
| 37 | HD | Home Depot INC | 株式-一般消費財 | 0.33% | -0.15% | — | |
| 38 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.33% | -0.14% | -1.14% | |
| 39 | SXI | Standex International CORP | 株式-その他 | 0.29% | — | — | |
| 40 | UTXZ | United Tech CORP | 株式-その他 | 0.29% | — | -3.67% | |
| 41 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.29% | — | -4.76% | |
| 42 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.29% | — | -5.38% | |
| 43 | MMM | 3m Co | 株式-資本財 | 0.29% | — | +0.89% | |
| 44 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.29% | — | — | |
| 45 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.27% | +0.04% | +1.22% | |
| 46 | CVX | Chevron CORP | 株式-エネルギー | 0.26% | — | -0.20% | |
| 47 | ADP | Automatic Data Processing | 株式-IT | 0.26% | -0.05% | +2.31% | |
| 48 | AFL | Aflac INC | 株式-金融 | 0.25% | — | -0.71% | |
| 49 | VZ | Verizon Communications INC | 株式-通信サービス | 0.25% | — | +0.70% | |
| 50 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.25% | -0.17% | -2.58% |